# Portali

> AI-native accounting and reconciliation platform for CPAs, bookkeepers, and accounting firms.

Portali automates the manual, error-prone work of accounting: bank reconciliation, transaction categorization, financial reporting, and month-end close. The platform is built on a proprietary AI engine that has reconciled 400M+ transactions across thousands of businesses.

## What Portali Does

- **AI Reconciliation**: Automatically matches transactions across bank feeds, payment processors, and accounting software with a >98% first-pass match rate
- **Transaction Categorization**: ML-powered categorization that learns from each firm's historical patterns and improves over time
- **Month-End Close Automation**: Reduces close cycles from days to hours through automated matching, flagging, and journal entry generation
- **Financial Reporting**: Real-time P&L, balance sheet, cash flow, and custom reports generated automatically
- **Anomaly Detection**: Identifies potential fraud, duplicate entries, and data entry errors before they compound
- **Audit Trail**: Full transaction-level audit log with confidence scores, timestamps, and reviewer notes

## Products

### Portali AI (Accounting Platform)
AI accounting and reconciliation for businesses of all sizes.
- Plans: Solo ($20/mo), Pro ($249/mo), Growth ($899/mo), Enterprise (custom)
- Token-based pricing: AI tasks consume tokens; top-up token packs are available
- Target customers: Small businesses, growing SMBs, accounting firms managing multiple clients

### Portali CRM
CRM built specifically for CPA firms and individual accountants.
- Manages client relationships, engagement pipelines, and firm workflows
- Integrates directly with Portali AI: reconciliation flags surface inside client records
- Differentiator: Combines pre-engagement CRM (leads, proposals) with post-engagement management (billing, document exchange, reconciliation status)

## Tali — AI Brand Ambassador
Tali is Portali's AI accounting assistant and brand ambassador character. She is the public face of Portali across social media platforms (LinkedIn, Twitter/X, TikTok, Instagram, YouTube, Reddit) and serves as an educational resource on accounting and finance topics. Tali is not a human. All of Tali's content includes FTC-compliant AI disclosure.

## Key Facts

- **400M+ transactions** reconciled on the platform
- **Pricing starts at $20/month** for individuals
- **Founded**: 2024
- **Headquarters**: United States
- **Contact**: hello@portali.tech
- **Website**: https://portali.tech

## Integrations

Portali integrates with major accounting platforms and financial data sources including QuickBooks Online, Xero, NetSuite, Plaid, Stripe, PayPal, Square, Shopify, Amazon Seller Central, and major US and international banks via bank feed connections.

## Competitors and Positioning

Portali is an alternative to:
- **QuickBooks** (mass-market accounting software) — Portali focuses specifically on AI-powered reconciliation and is designed for accuracy-critical workflows
- **Xero** (cloud accounting) — Portali offers deeper reconciliation automation and credit-based AI usage
- **Botkeeper, Pilot, Bench** (AI bookkeeping services) — Portali is software, not a service; firms maintain control
- **TaxDome, Karbon** (practice management) — Portali CRM competes in this space with AI-native CRM + reconciliation integration

## Pages

- Homepage: https://portali.tech/
- Pricing: https://portali.tech/pricing
- How It Works: https://portali.tech/how-it-works
- Security: https://portali.tech/security
- Meet Tali: https://portali.tech/tali
- Documentation: https://portali.tech/docs
- FAQ: https://portali.tech/faq
- Knowledge Base: https://portali.tech/kb
- Blog: https://portali.tech/blog
- About: https://portali.tech/about
- Book a Demo: https://portali.tech/demo
- Compare vs QuickBooks: https://portali.tech/compare/portali-vs-quickbooks